Participant APIs | REST

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Get Account Holder Tax Form PDF.

https://beta.api.wealthcare.com/participant/services/documents/HSATaxForms/{tpaId}/{employerId}/{participantId}/taxFormPdf

Retrieve the PDF version of the tax form for a specific account holder, identified by their unique TPA ID, Employer ID, and Participant ID. This operation is typically used for obtaining tax documentation required for filing purposes.

  • tpaId string Required

    A unique identifier used to identify your admin instance. This value is system generated when the admin instance was created.

  • employerId string Required

    Unique identifier for the employer. Note: When the employer was created, WealthCare Admin assigned the 3-character prefix; you assigned the remaining characters.

  • participantId string Required

    Unique identifier for the participant whose features are being queried.

  • flexAcctId string Required

    Flex Account Id, which uniquely identifies the benefit account associated with the participant. This parameter is required to retrieve the correct tax form.

  • documentKey integer <int32> Required

    Document Key, an integer that specifies the particular tax document to be retrieved. This key is essential for identifying the correct document.

  • decrypt integer <int32>

    Indicate if the URI parameters are encrypted or not. Use 1 for encrypted and 0 for decrypted; defaults to 0 if not specified.